Wj Wealth Management, LLC Ishares S&P 100 ETF Transaction History
Wj Wealth Management, LLC
- $245 Million
- Q1 2025
A detailed history of Wj Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Wj Wealth Management, LLC holds 8,670 shares of OEF stock, worth $2.31 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
8,670
Previous 26,507
67.29%
Holding current value
$2.31 Million
Previous $7.05 Million
67.3%
% of portfolio
0.94%
Previous 2.64%
Shares
8 transactions
Others Institutions Holding OEF
# of Institutions
931Shares Held
86.2MCall Options Held
39.6KPut Options Held
40K-
Demars Financial Group, LLC50.7MShares$13.5 Billion5.35% of portfolio
-
Bank Of America Corp Charlotte, NC5.95MShares$1.58 Billion0.14% of portfolio
-
Envestnet Asset Management Inc4.1MShares$1.09 Billion0.37% of portfolio
-
Fifth Third Bancorp2.45MShares$651 Million2.52% of portfolio
-
Jones Financial Companies Lllp1.92MShares$512 Million0.49% of portfolio